As you add new customers, you may want to put them into groups based on the sectors they belong to, or where they are located. You can group them in any way you choose.

Follow the steps below to create a group of customers:

  1. Go to Customer Groups > Create New Group.

  2. In the window that opens, add the following details:

    • Group Name: Enter a name for the group of companies. Consider using a name that reflects how it is grouped; for example, Japanese Car Companies.

    • Description: Enter a brief description to explain why the companies are grouped in this way.

    • Add customer(s): Click the dropdown arrow to select the customers you want to add to the group.

  3. Click Submit to create the new group or Cancel to exit without saving the details.